Lisa Stewart is a registered investment advisor at Morgan Stanley, based in Orlando, FL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Windmere Financial Center, 4705 South Apopka Vineland Road, Suite 202, Orlando, FL, 32819
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa serves as a trustee or co-trustee for multiple trusts, dedicating minimal time each month to reviewing statements. These activities are investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations53 states
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